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Jacob E. Bello

Strategic Advisers LLC

Phoenix, AZ

Queen Creek, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-22
AZ RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-22
  • AZ RA
    APPROVED
    Since 2025-03-31

Branch Locations

3240 East Camelback Road, Phoenix, AZ 85018-2335 • United States

Queen Creek, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
San Tan Foothills San Tan Valley AZ 07/2016 05/2020
Arizona State Uni. Tempe AZ 05/2020 05/2024
Rhett Butler - Cvs Pharmacy Tempe AZ 12/2020 06/2022
Sharon Layman State Farm Tempe AZ 06/2022 03/2024
Fidelity Investments Phoenix AZ 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 05/2020
    San Tan Foothills
    San Tan Valley, AZ
  • 05/2020 → 05/2024
    Arizona State Uni.
    Tempe, AZ
  • 12/2020 → 06/2022
    Rhett Butler - Cvs Pharmacy
    Tempe, AZ
  • 06/2022 → 03/2024
    Sharon Layman State Farm
    Tempe, AZ
  • 05/2024 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Queen Creek, AZ
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-05
  • S66 Uniform Combined State Law Examination
    2024-11-05
Other Names
  • Jacob E Bello

View on SEC IAPD

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